See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,558 | $144,119-76.0% | $117,854-70.7% | $147,584-76.6% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 11.80% | 531.15%-519.3pp | 335.08%-323.3pp | 578.55%-566.7pp |
| Employer contribution / active EE | $1,612 | $4,896-67.1% | $3,786-57.4% | $4,876-66.9% |
| Participant deferral / active EE | $4,434 | $5,316-16.6% | $4,482-1.1% | $5,439-18.5% |
| Admin fee / account holder | $46 | $10,886-99.6% | $8,020-99.4% | $10,885-99.6% |